Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.14B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.4M
3
+$20.7M
4
PEP icon
PepsiCo
PEP
+$19.7M
5
LMT icon
Lockheed Martin
LMT
+$18.2M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$19.4M
4
LLY icon
Eli Lilly
LLY
+$16.5M
5
GILD icon
Gilead Sciences
GILD
+$15.4M

Sector Composition

1 Technology 19.67%
2 Financials 18.08%
3 Industrials 12.79%
4 Healthcare 11.05%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.25M 0.08%
116,080
-35,920
277
$4.25M 0.08%
126,997
+1,210
278
$4.23M 0.08%
20,821
+13,097
279
$4.22M 0.08%
56,985
-34,735
280
$4.17M 0.08%
279,333
+14,890
281
$4.17M 0.08%
126,459
+18,500
282
$4.16M 0.08%
16,542
-6,119
283
$4.15M 0.08%
130,360
+12,940
284
$4.1M 0.08%
183,750
+11,520
285
$4.07M 0.08%
209,279
+72,110
286
$4.06M 0.08%
126,472
+23,492
287
$4.03M 0.08%
143,320
+5,080
288
$4.01M 0.08%
50,030
+5,700
289
$3.97M 0.08%
112,151
-665
290
$3.95M 0.08%
63,754
+6,594
291
$3.89M 0.08%
56,180
-39,616
292
$3.88M 0.08%
103,920
-54,770
293
$3.87M 0.08%
133,040
-153,253
294
$3.86M 0.08%
93,411
+7,400
295
$3.83M 0.07%
65,710
-4,900
296
$3.83M 0.07%
203,450
+12,700
297
$3.81M 0.07%
43,203
+4,130
298
$3.81M 0.07%
169,515
+1,420
299
$3.77M 0.07%
176,584
+57,244
300
$3.75M 0.07%
+22,959
10 11
12
13 14